Why it’s on the map
Composite decking substitute — duties widen its relative-value gap vs wood. Record Q2 $418M, raised guide.
Government money & contracts
None.
Customers & commercial
DIY/pro decking.
Catalysts
Avg PT $54.67.
Risk
Lumber is falling, so the tailwind is theoretical.
Tariff durability
Substitute play.
Dividend
None
Never paid one
Trex does not currently pay a dividend. The trade here is the move, not the check. See the names that do pay →